IJH icon

iShares Core S&P Mid-Cap ETF

2,580 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 1,074 increasing their positions, 902 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1501
MV Capital Management
Maryland
$925K
SHJ
1502
Sharkey, Howes & Javer
Colorado
$922K
SL
1503
SWMG LLC
Texas
$919K
SFG
1504
Sovereign Financial Group
Connecticut
$916K
DFG
1505
Demars Financial Group
Washington
$915K
MLL
1506
Moody Lynn & Lieberson
Massachusetts
$914K
Legal & General Group
1507
Legal & General Group
United Kingdom
$911K
GSWM
1508
Greenup Street Wealth Management
Michigan
$910K
NLP
1509
Next Level Private
New York
$908K
KA
1510
Kovack Advisors
Florida
$907K
NSIM
1511
North Star Investment Management
Illinois
$907K
WA
1512
WBH Advisory
Maryland
$907K
OAM
1513
Occidental Asset Management
California
$906K
HAM
1514
Harmony Asset Management
Arizona
$906K
SHFA
1515
SC&H Financial Advisors
Maryland
$906K
TCM
1516
Traub Capital Management
Massachusetts
$906K
CMP
1517
Courage Miller Partners
Virginia
$903K
WDG
1518
Wealth Dimensions Group
Ohio
$903K
BCM
1519
Becker Capital Management
Oregon
$902K
COCM
1520
Charter Oak Capital Management
New Hampshire
$900K
O3W
1521
Omni 360 Wealth
New Jersey
$899K
HBWM
1522
Hollow Brook Wealth Management
New York
$895K
BCM
1523
Brookmont Capital Management
Texas
$893K
CFA
1524
Camarda Financial Advisors
Florida
$893K
IWB
1525
Innovative Wealth Building
Maryland
$892K